Answers to the most frequently asked questions.
You will find the answers to the most frequently asked questions in connection with UBS Online Services in the following FAQ or in the user instructions. Our advisors would also be happy to help you.
The start page selected during the first login can be changed at any time via “Settings > Start page” in the top right-hand corner of the screen.
All start pages are optimized for tablets. If you often use UBS e-banking with a tablet, we recommend the tile view.
When you move the cursor over an entry in the main navigation menu (1) or tap on it if using a tablet, the most commonly used functions in the selected area are displayed under “Direct access” (2).
Within a specific area (e.g. assets) the different functions available (e.g. account or custody account) are displayed on the left of the screen as icons (1). When you select a function (e.g. account) by clicking on the icon, the related functions are displayed (2).
If the screen resolution of the device you are using is less than 1280 x 1024 pixels (e.g. iPad), the left-hand navigation menu retracts in order to increase the size of the area with the contents. You can display the navigation menu again at any time by clicking on (3).
The filters can now be found under the navigation entries in the left-hand navigation menu (1). If only the navigation icons are visible on the left-hand edge of the screen, you can display the complete left-hand navigation menu (including the filters) via (2).
A clear summary of all your messages, listed according to priority, can be found in the top part of the start page.
The red number shows how many messages there are in total – including account statements, credit and debit advices, stock exchange transaction statements or messages about open e-bills and non-executed payments for example. Clicking on the number takes you to an overview of all the messages. The individual content of each message is accessible from the overview. When you exit the start page, you still have access to the number representing your current messages in the top right-hand corner of the screen.
If the subject of the message has been taken care of, for instance by downloading a credit advice or approving an e-bill, the corresponding message disappears automatically. You can click away certain messages yourself once you have read them.
You will find the export functions in the corresponding list in the top right-hand corner (1).
To access the “Client groups and context” function, go to “Settings > User profile” and then choose the “Client groups and context ” entry in the left-hand navigation menu.
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